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Silverlake Wealth Management’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Silverlake Wealth Management’s Portfolio BYLD Stock Details BYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,116
Closed -$278K – 362
2025
Q3 		$278K Sell
12,116
-5,202
-30% -$118K 0.07% 272
2025
Q2 		$392K Buy
+17,318
New +$385K 0.11% 203

Other funds holding BYLD

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TPA
Trivium Point Advisory Westport, Connecticut $553M AUM 26.47% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Silverlake Wealth Management's BYLD Position: Q4 2025 in Review

Silverlake Wealth Management sold out of iShares Yield Optimized Bond ETF (BYLD) in Q4 2025, closing a stake of 12,116 shares — an estimated $278K sold.

Silverlake Wealth Management first reported a position in BYLD in Q2 2025 and held it in 2 quarters. The position peaked at $392K in Q2 2025. 66 funds tracked by Wall St. Rank hold BYLD as of Q4 2025.

  • Silverlake Wealth Management reported no remaining iShares Yield Optimized Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Silverlake Wealth Management sold 12,116 iShares Yield Optimized Bond ETF shares in Q4 2025, an estimated $278K.
  • Silverlake Wealth Management first reported a position in iShares Yield Optimized Bond ETF in Q2 2025 and held it in 2 quarters.
  • Silverlake Wealth Management's iShares Yield Optimized Bond ETF position peaked at $392K in Q2 2025.
  • 66 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q4 2025.

Based on Silverlake Wealth Management's 13F filing for Q4 2025, filed 9 Jan 2026.